May 7, 2026 post Beyond the Horizon: The Dawn of the Intelligent Insurer Picture this: A client needing a commercial package quote reaches out to an insurance agency. The agent starts a conversation—no forms, no intake stack. While that conversation... Tim Baum Insurance, Life, Annuities, Benefits, Property & Casualty Insurance Tim Baum |
May 1, 2026 post #DatosILTForum 2026: Insurance Leaders Gathered in Boston to Define the New Insurance Carrier Operating Model for AI Last week, Datos Insights brought together more than 100 insurance carrier executives and 35 vendor sponsors at the InterContinental Boston... Jeremy Bergsman Insurance, Life, Annuities, Benefits, Property & Casualty Insurance Jeremy Bergsman | Kate Wade |
April 30, 2026 post Agentic AI in Capital Markets: The Advantage Firms Already Have The findings from our recent Datos Insights report, Agentic AI In Capital Markets, are clear. The mandate for agentic AI... William Trout Capital Markets William Trout |
April 22, 2026 post Bank Trust Integration: Solving the Workflow Problem Two earlier posts addressed the architecture of good trust-technology integration and the data and cash management problems at its core.... William Trout Wealth Management William Trout |
April 20, 2026 post Bank Trust Integration: Solving the Data and Cash Problems A previous blog post set out five capabilities that define good integration between trust administration and wealth management technology. Two... William Trout Wealth Management William Trout |
April 20, 2026 post From Hype to Governance How insurance leaders should evaluate agentic AI Meredith Barnes-Cook Insurance, Life, Annuities, Benefits, Property & Casualty Insurance Meredith Barnes-Cook |
April 20, 2026 post How Autonomous Is Your AI? A practical autonomy framework for insurance Meredith Barnes-Cook Insurance, Life, Annuities, Benefits, Property & Casualty Insurance Meredith Barnes-Cook |
April 20, 2026 post What Makes AI Truly Agentic? Autonomy, probability, proactivity, and the ‘human in the loop’ in insurance terms Meredith Barnes-Cook Insurance, Life, Annuities, Benefits, Property & Casualty Insurance Meredith Barnes-Cook |
April 15, 2026 post AI Oversight Isn't a Yes-or-No Question Why the carriers deploying AI most effectively aren’t asking “should a human approve this?” They’re asking how much, at what... Jack Krantz Insurance, Life, Annuities, Benefits, Property & Casualty Insurance Jack Krantz |
April 8, 2026 post Wealth Management Is Opening the Alternatives Tap. The Pipes Are Not Ready. Wealth managers are racing to put alternative investments in the hands of retail investors. Most of them have no idea... William Trout Wealth Management William Trout |
April 8, 2026 post New York Claims Adjusting Law Has One Standard for Licensure... and It Applies to Everyone The Empire State wrote its own rules, enforces them without apology, and is running out of patience for those who... Laurel Jordan Insurance Laurel Jordan |
April 2, 2026 post What Good Integration Looks Like in Bank Trust Two developments have converged to make the integration of trust administration and wealth management technology a more pressing question than... William Trout Wealth Management William Trout |
March 25, 2026 post Mastercard Acquires BVNK: A Very European-Centric Move Why the US$1.8 Billion Deal Signals the Beginning of the End for Traditional Card Processing in B2C Payments Enrico Camerinelli Commercial Banking & Payments, Banking & Payments Enrico Camerinelli |
March 23, 2026 post Five Interesting Facts About the Global Commercial Card Market The global commercial card market is big, growing, and more complex than it might first appear. With US$4.3 trillion in... Daniel Dawson Commercial Banking & Payments, Banking & Payments, Market Data & Forecasting Daniel Dawson |
March 16, 2026 post No-Man’s-Land: Why Banks Keep Struggling With the Mass-Affluent The mass-affluent segment has never fit comfortably inside banks’ wealth divisions. It is too large to ignore strategically and too small to... William Trout Wealth Management William Trout |
March 12, 2026 post Beyond the API Call: Why Workflow Orchestration Is the Next Frontier in Banking Connectivity APIs connect banks to enterprise systems, but the real value lies in orchestrating the workflows that surround them. Enrico Camerinelli Commercial Banking & Payments, Banking & Payments Enrico Camerinelli |
March 10, 2026 post The Coming Epistemological Crisis Will Test Banking's Trust Infrastructure The same AI velocity that powers modern banking could destroy it. Here's what banks need to address before the crisis... Gilles Ubaghs Banking & Payments, Commercial Banking & Payments Gilles Ubaghs |
March 10, 2026 post Hazel, Avantos, and the Bank Wealth Management Opportunity When Altruist launched Hazel’s AI-based tax planning capability this February, market reaction was severe. Raymond James, Charles Schwab, and LPL Financial all... William Trout Wealth Management William Trout |
